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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,824 | $64,612+46.8% | $86,451+9.7% | $64,824+46.3% |
| Participation rate | 93.4% | 81.5%+12.0pp | 80.3%+13.1pp | 71.5%+21.9pp |
| Annual return | -17.98% | 0.66%-18.6pp | 4398.51%-4416.5pp | 32.84%-50.8pp |
| Employer contribution / active EE | $1,144 | $2,744-58.3% | $3,770-69.6% | $2,507-54.4% |
| Participant deferral / active EE | $6,123 | $7,497-18.3% | $6,953-11.9% | $4,311+42.0% |
| Admin fee / account holder | $34 | $169-79.7% | $6,734-99.5% | $188-81.7% |